Destination Wealth Management

Position in UL — Unilever PLC

CIK 1278573 WALNUT CREEK, CA

Position in UL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,094,075

+$946,505 QoQ

Shares Held

134,632

+7.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#152

of 1,170 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Consumer Defensive · as of Jun 30, 2026

Destination Wealth Management holds $75,233,842 across 4 Household & Personal Products names. UL ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co	563,615	$51,672,223
2	PG	PROCTER & GAMBLE Co	60,898	$8,930,082
3	UL	Unilever PLC This page	134,632	$8,094,075
4	KMB	Kimberly Clark Corp	59,556	$6,537,462

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,094,075	134,632	+7.3%	Shares	Sole	2026-08-14
2026-03-31	$7,147,570	125,462	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$8,003,128	122,372	-8.5%	Shares	Sole	2026-02-13
2025-09-30	$7,927,400	133,728	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$8,253,908	134,934	+1.6%	Shares	Sole	2025-08-14
2025-03-31	$7,909,310	132,818	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$7,634,660	134,650	+1.4%	Shares	Sole	2025-02-07
2024-09-30	$8,623,770	132,755	-2.2%	Shares	Sole	2024-11-25
2024-06-30	$7,460,716	135,674	-1.1%	Shares	Sole	2024-07-25
2024-03-31	$6,883,712	137,153	+2.7%	Shares	Sole	2024-05-14
2023-12-31	$6,473,922	133,538	-9.2%	Shares	Sole	2024-02-14
2023-09-30	$7,267,476	147,115	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$7,625,060	146,270	-0.6%	Shares	Sole	2023-08-11
2023-03-31	$7,640,612	147,133	+3.6%	Shares	Sole	2023-05-05
2022-12-31	$7,152,928	142,064	-1.7%	Shares	Sole	2023-02-13
2022-09-30	$6,335,541	144,515	+13.0%	Shares	Sole	2022-11-14
2022-06-30	$5,860,653	127,878	+2.2%	Shares	Sole	2022-07-29
2022-03-31	$5,700,947	125,103	+16.3%	Shares	Sole	2022-05-12
2021-12-31	$5,786,080	107,568	-3.3%	Shares	Sole	2022-02-04
2021-09-30	$6,028,454	111,185	-2.8%	Shares	Sole	2021-10-25
2021-06-30	$6,688,658	114,336	+3.6%	Shares	Sole	2021-08-13
2021-03-31	$6,163,350	110,395	+7.6%	Shares	Sole	2021-05-05
2020-12-31	$6,192,817	102,598	+2.3%	Shares	Sole	2021-02-11
2020-09-30	$6,186,075	100,293	+3.6%	Shares	Sole	2020-11-12
2020-06-30	$5,311,341	96,781	+4.2%	Shares	Sole	2020-08-14
2020-03-31	$4,695,424	92,850	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.